Captrust Financial Advisors »

Smartfinancial shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Smartfinancial (SMBK) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Smartfinancial

Tip: Access up to 7 years of quarterly data

All positions including Smartfinancial held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Smartfinancial by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 29k 35.73
2025-06-30 $1.0M 30k 33.78
2025-03-31 $934k 30k 31.08
2024-12-31 $961k 31k 30.98
2024-09-30 $931k 32k 29.14
2024-06-30 $775k 33k 23.67
2024-03-31 $686k 33k 21.07
2023-12-31 $228k 9.3k 24.49
2023-09-30 $196k 9.2k 21.37
2023-06-30 $810k 38k 21.51
2023-03-31 $225k 9.7k 23.14
2022-09-30 $831k 34k 24.71
2022-06-30 $105k 4.3k 24.18
2022-03-31 $810k 32k 25.59
2021-12-31 $879k 32k 27.36
2021-09-30 $761k 29k 25.86
2021-06-30 $653k 27k 24.00
2021-03-31 $589k 27k 21.65
2020-12-31 $388k 21k 18.13
2020-09-30 $265k 20k 13.43
2020-06-30 $288k 19k 15.30